IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,896 shares; 2025Q1: 75,909 shares; 2025Q2: 75,705 shares; 2025Q3: 74,169 shares; 2025Q4: 72,922 shares 72,922 $49.9M 11.39% -1,247 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,777 shares; 2025Q1: 45,867 shares; 2025Q2: 47,812 shares; 2025Q3: 47,731 shares; 2025Q4: 47,434 shares 47,434 $29.1M 6.65% -297 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,080 shares; 2025Q1: 4,172 shares; 2025Q2: 41,932 shares; 2025Q3: 41,966 shares; 2025Q4: 41,862 shares 41,862 $28.5M 6.51% -104 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 294,565 shares; 2025Q1: 304,151 shares; 2025Q2: 305,304 shares; 2025Q3: 304,196 shares; 2025Q4: 300,576 shares 300,576 $19.8M 4.52% -3,620 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167,810 shares; 2025Q1: 168,911 shares; 2025Q2: 171,236 shares; 2025Q3: 172,141 shares; 2025Q4: 160,492 shares 160,492 $19.3M 4.4% -11,649 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,668 shares; 2025Q1: 58,532 shares; 2025Q2: 57,956,620 shares; 2025Q3: 59,155 shares; 2025Q4: 58,697 shares 58,697 $16M 3.64% -458 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,896 shares; 2025Q1: 70,972 shares; 2025Q2: 70,708 shares; 2025Q3: 74,207 shares; 2025Q4: 71,394 shares 71,394 $8.8M 2.01% -2,813 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,888 shares; 2025Q1: 61,452 shares; 2025Q2: 56,941 shares; 2025Q3: 74,601 shares; 2025Q4: 69,824 shares 69,824 $6.25M 1.42% -4,777 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,271 shares; 2025Q1: 27,196 shares; 2025Q2: 28,445 shares; 2025Q3: 29,956 shares; 2025Q4: 31,356 shares 31,356 $5.85M 1.33% +1,400 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,869 shares; 2025Q1: 15,092 shares; 2025Q2: 16,607 shares; 2025Q3: 16,590 shares; 2025Q4: 17,091 shares 17,091 $5.73M 1.31% +501 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,980 shares; 2025Q1: 9,295 shares; 2025Q2: 10,054 shares; 2025Q3: 10,364 shares; 2025Q4: 10,670 shares 10,670 $5.13M 1.17% +306 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,103 shares; 2025Q1: 109,700 shares; 2025Q2: 86,813 shares; 2025Q3: 91,810 shares; 2025Q4: 91,926 shares 91,926 $5.04M 1.15% +116 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,857 shares; 2025Q1: 51,704 shares; 2025Q2: 44,269 shares; 2025Q3: 48,430 shares; 2025Q4: 46,800 shares 46,800 $4.67M 1.07% -1,630 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,309 shares; 2025Q1: 18,320 shares; 2025Q2: 18,934 shares; 2025Q3: 21,176 shares; 2025Q4: 19,832 shares 19,832 $4.58M 1.04% -1,344 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,989 shares; 2025Q1: 108,224 shares; 2025Q2: 113,779 shares; 2025Q3: 95,751 shares; 2025Q4: 96,421 shares 96,421 $4.44M 1.01% +670 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,049 shares; 2025Q1: 8,334 shares; 2025Q2: 8,324 shares; 2025Q3: 8,847 shares; 2025Q4: 8,982 shares 8,982 $4.34M 0.99% +135 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,129 shares; 2025Q1: 12,795 shares; 2025Q2: 12,784 shares; 2025Q3: 13,308 shares; 2025Q4: 13,784 shares 13,784 $4.31M 0.98% +476 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,156 shares; 2025Q1: 39,180 shares; 2025Q2: 35,846 shares; 2025Q3: 36,823 shares; 2025Q4: 36,287 shares 36,287 $4M 0.91% -536 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,254 shares; 2025Q1: 124,672 shares; 2025Q2: 147,277 shares; 2025Q3: 146,712 shares; 2025Q4: 145,704 shares 145,704 $3.89M 0.89% -1,008 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,773 shares; 2025Q1: not reported; 2025Q2: 38,861 shares; 2025Q3: 55,813 shares; 2025Q4: 59,826 shares 59,826 $3.85M 0.88% +4,013 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,617 shares; 2025Q1: 10,541 shares; 2025Q2: 9,938 shares; 2025Q3: 13,865 shares; 2025Q4: 16,825 shares 16,825 $3.85M 0.88% +2,960 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,699 shares; 2025Q1: 28,447 shares; 2025Q2: 27,995 shares; 2025Q3: 28,027 shares; 2025Q4: 26,890 shares 26,890 $3.8M 0.87% -1,137 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,305 shares; 2025Q1: 41,633 shares; 2025Q2: 50,355 shares; 2025Q3: 59,157 shares; 2025Q4: 77,100 shares 77,100 $3.43M 0.78% +17,943 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,390 shares; 2025Q1: 102,136 shares; 2025Q2: 70,895 shares; 2025Q3: 81,011 shares; 2025Q4: 79,457 shares 79,457 $3.41M 0.78% -1,554 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,221 shares; 2025Q1: 26,544 shares; 2025Q2: 26,589 shares; 2025Q3: 26,909 shares; 2025Q4: 26,751 shares 26,751 $3.11M 0.71% -158 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,027 shares; 2025Q1: 25,828 shares; 2025Q2: 28,333 shares; 2025Q3: 31,014 shares; 2025Q4: 43,480 shares 43,480 $3.02M 0.69% +12,466 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,338 shares 84,338 $2.89M 0.66% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,138 shares; 2025Q1: 10,408 shares; 2025Q2: 10,148 shares; 2025Q3: 9,964 shares; 2025Q4: 19,891 shares 19,891 $2.86M 0.65% +9,927 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,618 shares; 2025Q1: 13,121 shares; 2025Q2: 12,771 shares; 2025Q3: 13,259 shares; 2025Q4: 13,458 shares 13,458 $2.85M 0.65% +199 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,617 shares; 2025Q1: 107,785 shares; 2025Q2: 124,979 shares; 2025Q3: 102,549 shares; 2025Q4: 104,000 shares 104,000 $2.85M 0.65% +1,451 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: not reported; 2025Q4: 9,784 shares 9,784 $2.84M 0.65% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,914 shares; 2025Q1: 4,190 shares; 2025Q2: 4,230 shares; 2025Q3: 4,413 shares; 2025Q4: 4,289 shares 4,289 $2.83M 0.65% -124 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,594 shares; 2025Q1: 19,426 shares; 2025Q2: 19,552 shares; 2025Q3: 20,047 shares; 2025Q4: 18,820 shares 18,820 $2.62M 0.6% -1,227 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,316 shares; 2025Q1: 27,932 shares; 2025Q2: 31,883 shares; 2025Q3: 29,510 shares; 2025Q4: 23,749 shares 23,749 $2.61M 0.6% -5,761 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,728 shares; 2025Q1: 19,398 shares; 2025Q2: 23,647 shares; 2025Q3: 725,657 shares; 2025Q4: 26,225 shares 26,225 $2.61M 0.6% -699,432 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,095 shares; 2025Q1: 7,064 shares; 2025Q2: 7,050 shares; 2025Q3: 7,212 shares; 2025Q4: 6,534 shares 6,534 $2.59M 0.59% -678 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,425 shares; 2025Q1: 52,782 shares; 2025Q2: 48,870 shares; 2025Q3: 41,640 shares; 2025Q4: 40,343 shares 40,343 $2.43M 0.55% -1,297 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,622 shares; 2025Q1: 6,980 shares; 2025Q2: 7,101 shares; 2025Q3: 7,473 shares; 2025Q4: 7,536 shares 7,536 $2.36M 0.54% +63 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,205 shares; 2025Q2: 4,130 shares; 2025Q3: 3,942 shares; 2025Q4: 3,836 shares 3,836 $2.31M 0.53% -106 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,744 shares; 2025Q1: 35,500 shares; 2025Q2: 27,606 shares; 2025Q3: 27,470 shares; 2025Q4: 24,399 shares 24,399 $2.23M 0.51% -3,071 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,754 shares; 2025Q1: 55,773 shares; 2025Q2: 47,822 shares; 2025Q3: 58,227 shares; 2025Q4: 57,718 shares 57,718 $2.18M 0.5% -509 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,139 shares; 2025Q1: 9,196 shares; 2025Q2: 9,083 shares; 2025Q3: 9,181 shares; 2025Q4: 8,803 shares 8,803 $2.17M 0.49% -378 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,648 shares; 2025Q1: 4,419 shares; 2025Q2: 4,344 shares; 2025Q3: 4,512 shares; 2025Q4: 4,209 shares 4,209 $2.12M 0.48% -303 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,750 shares; 2025Q1: 16,460 shares; 2025Q2: 16,557 shares; 2025Q3: 16,731 shares; 2025Q4: 17,371 shares 17,371 $2.09M 0.48% +640 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,689 shares; 2025Q1: 90,098 shares; 2025Q2: 93,589 shares; 2025Q3: 83,963 shares; 2025Q4: 57,706 shares 57,706 $1.98M 0.45% -26,257 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,143 shares; 2025Q1: 46,948 shares; 2025Q2: 46,654 shares; 2025Q3: 43,360 shares; 2025Q4: 43,118 shares 43,118 $1.91M 0.44% -242 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,402 shares; 2025Q2: 24,753 shares; 2025Q3: 23,512 shares; 2025Q4: 23,379 shares 23,379 $1.8M 0.41% -133 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,467 shares; 2025Q1: 12,458 shares; 2025Q2: 12,481 shares; 2025Q3: 11,778 shares; 2025Q4: 11,648 shares 11,648 $1.8M 0.41% -130 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,806 shares; 2025Q1: 14,391 shares; 2025Q2: 14,678 shares; 2025Q3: 15,179 shares; 2025Q4: 15,479 shares 15,479 $1.76M 0.4% +300 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,120 shares; 2025Q1: 5,216 shares; 2025Q2: 5,365 shares; 2025Q3: 5,478 shares; 2025Q4: 5,422 shares 5,422 $1.75M 0.4% -56 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,204 shares; 2025Q1: 6,094 shares; 2025Q2: 5,803 shares; 2025Q3: 6,509 shares; 2025Q4: 8,965 shares 8,965 $1.72M 0.39% +2,456 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,675 shares; 2025Q1: 42,206 shares; 2025Q2: 42,936 shares; 2025Q3: 44,537 shares; 2025Q4: 44,573 shares 44,573 $1.71M 0.39% +36 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 14,107 shares; 2025Q4: 17,217 shares 17,217 $1.69M 0.39% +3,110 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,643 shares; 2025Q1: 28,222 shares; 2025Q2: 28,971 shares; 2025Q3: 20,118 shares; 2025Q4: 21,077 shares 21,077 $1.68M 0.38% +959 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,673 shares; 2025Q1: 3,985 shares; 2025Q2: 4,033 shares; 2025Q3: 4,499 shares; 2025Q4: 4,844 shares 4,844 $1.68M 0.38% +345 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,663 shares; 2025Q3: 78,414 shares; 2025Q4: 78,077 shares 78,077 $1.66M 0.38% -337 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,450 shares; 2025Q1: 45,450 shares; 2025Q2: 91,720 shares; 2025Q3: 101,587 shares; 2025Q4: 179,370 shares 179,370 $1.63M 0.37% +77,783 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,068 shares; 2025Q1: 22,718 shares; 2025Q2: 24,201 shares; 2025Q3: 25,847 shares; 2025Q4: 35,776 shares 35,776 $1.61M 0.37% +9,929 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,725 shares; 2025Q1: 49,557 shares; 2025Q2: 72,278 shares; 2025Q3: 64,872 shares; 2025Q4: 63,205 shares 63,205 $1.59M 0.36% -1,667 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,461 shares; 2025Q1: 43,123 shares; 2025Q2: 44,011 shares; 2025Q3: 42,501 shares; 2025Q4: 14,761 shares 14,761 $1.54M 0.35% -27,740 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,655 shares; 2025Q1: 19,002 shares; 2025Q2: 19,979 shares; 2025Q3: 19,988 shares; 2025Q4: 20,016 shares 20,016 $1.51M 0.35% +28 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,814 shares; 2025Q1: 14,974 shares; 2025Q2: 14,125 shares; 2025Q3: 14,455 shares; 2025Q4: 14,263 shares 14,263 $1.48M 0.34% -192 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,179 shares; 2025Q1: 32,456 shares; 2025Q2: 22,930 shares; 2025Q3: 22,912 shares; 2025Q4: 24,345 shares 24,345 $1.39M 0.32% +1,433 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,401 shares; 2025Q1: 30,175 shares; 2025Q2: 30,605 shares; 2025Q3: 16,932 shares; 2025Q4: 24,512 shares 24,512 $1.32M 0.3% +7,580 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,297 shares; 2025Q1: 6,327 shares; 2025Q2: 6,496 shares; 2025Q3: 6,645 shares; 2025Q4: 6,580 shares 6,580 $1.31M 0.3% -65 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,244 shares; 2025Q1: 14,371 shares; 2025Q2: 8,639 shares; 2025Q3: 21,016 shares; 2025Q4: 21,987 shares 21,987 $1.28M 0.29% +971 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,280 shares; 2025Q1: 5,197 shares; 2025Q2: 4,948 shares; 2025Q3: 4,985 shares; 2025Q4: 5,050 shares 5,050 $1.26M 0.29% +65 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,267 shares; 2025Q1: 9,580 shares; 2025Q2: 12,530 shares; 2025Q3: 13,155 shares; 2025Q4: 13,110 shares 13,110 $1.26M 0.29% -45 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,290 shares; 2025Q2: 36,337 shares; 2025Q3: 36,682 shares; 2025Q4: 36,223 shares 36,223 $1.25M 0.28% -459 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,674 shares; 2025Q1: 3,491 shares; 2025Q2: 3,854 shares; 2025Q3: 3,942 shares; 2025Q4: 3,972 shares 3,972 $1.21M 0.28% +30 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,263 shares; 2025Q1: 3,551 shares; 2025Q2: 3,892 shares; 2025Q3: 4,004 shares; 2025Q4: 4,009 shares 4,009 $1.21M 0.28% +5 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,496 shares; 2025Q1: 26,031 shares; 2025Q2: 23,865 shares; 2025Q3: 23,416 shares; 2025Q4: 16,248 shares 16,248 $1.2M 0.27% -7,168 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 9,921 shares; 2025Q2: 9,904 shares; 2025Q3: 11,956 shares; 2025Q4: 12,688 shares 12,688 $1.18M 0.27% +732 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,149 shares; 2025Q1: 3,974 shares; 2025Q2: 4,104 shares; 2025Q3: 4,221 shares; 2025Q4: 3,972 shares 3,972 $1.18M 0.27% -249 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,457 shares; 2025Q1: 28,390 shares; 2025Q2: 29,312 shares; 2025Q3: 29,045 shares; 2025Q4: 25,136 shares 25,136 $1.16M 0.27% -3,909 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,740 shares; 2025Q1: 8,694 shares; 2025Q2: 8,641 shares; 2025Q3: not reported; 2025Q4: 9,674 shares 9,674 $1.15M 0.26% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,529 shares; 2025Q1: 11,025 shares; 2025Q2: 10,458 shares; 2025Q3: 11,119 shares; 2025Q4: 16,498 shares 16,498 $1.15M 0.26% +5,379 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,614 shares; 2025Q3: 24,176 shares; 2025Q4: 28,687 shares 28,687 $1.13M 0.26% +4,511 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,143 shares; 2025Q1: 3,279 shares; 2025Q2: 3,751 shares; 2025Q3: 4,059 shares; 2025Q4: 4,024 shares 4,024 $1.12M 0.26% -35 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,732 shares; 2025Q1: 2,963 shares; 2025Q2: 2,990 shares; 2025Q3: 3,202 shares; 2025Q4: 3,125 shares 3,125 $1.1M 0.25% -77 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,970 shares; 2025Q1: 3,050 shares; 2025Q2: 3,195 shares; 2025Q3: 6,012 shares; 2025Q4: 5,490 shares 5,490 $1.09M 0.25% -522 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,792 shares; 2025Q1: 5,932 shares; 2025Q2: 6,251 shares; 2025Q3: 6,046 shares; 2025Q4: 5,914 shares 5,914 $1.08M 0.25% -132 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 1,595 shares; 2025Q2: 2,301 shares; 2025Q3: 2,568 shares; 2025Q4: 1,713 shares 1,713 $1.07M 0.25% -855 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,084 shares; 2025Q1: 8,619 shares; 2025Q2: 8,886 shares; 2025Q3: 10,254 shares; 2025Q4: 14,761 shares 14,761 $1.05M 0.24% +4,507 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,303 shares; 2025Q4: 20,538 shares 20,538 $1.05M 0.24% +4,235 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 1,421 shares; 2025Q2: 1,503 shares; 2025Q3: 1,540 shares; 2025Q4: 1,610 shares 1,610 $1.05M 0.24% +70 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,870 shares; 2025Q1: 2,745 shares; 2025Q2: 2,709 shares; 2025Q3: 2,659 shares; 2025Q4: 2,317 shares 2,317 $1.04M 0.24% -342 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,647 shares; 2025Q1: 10,673 shares; 2025Q2: 10,849 shares; 2025Q3: 10,445 shares; 2025Q4: 10,753 shares 10,753 $1.04M 0.24% +308 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,039 shares; 2025Q1: 1,048 shares; 2025Q2: 1,072 shares; 2025Q3: 1,117 shares; 2025Q4: 1,175 shares 1,175 $1.01M 0.23% +58 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,387 shares; 2025Q1: 3,229 shares; 2025Q2: 3,242 shares; 2025Q3: 3,301 shares; 2025Q4: 3,203 shares 3,203 $987K 0.23% -98 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,955 shares; 2025Q2: 33,880 shares; 2025Q3: 33,977 shares; 2025Q4: 28,343 shares 28,343 $982K 0.22% -5,634 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,949 shares; 2025Q3: 11,994 shares; 2025Q4: 11,937 shares 11,937 $947K 0.22% -57 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,529 shares; 2025Q2: 2,222 shares; 2025Q3: 2,756 shares; 2025Q4: 2,607 shares 2,607 $939K 0.21% -149 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,971 shares; 2025Q1: 4,205 shares; 2025Q2: 4,430 shares; 2025Q3: 4,449 shares; 2025Q4: 4,388 shares 4,388 $923K 0.21% -61 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,272 shares; 2025Q1: 39,445 shares; 2025Q2: 37,870 shares; 2025Q3: 37,413 shares; 2025Q4: 35,714 shares 35,714 $920K 0.21% -1,699 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,412 shares; 2025Q1: 34,804 shares; 2025Q2: 34,687 shares; 2025Q3: 35,085 shares; 2025Q4: 33,736 shares 33,736 $907K 0.21% -1,349 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,752 shares; 2025Q1: 35,369 shares; 2025Q2: 38,951 shares; 2025Q3: 39,622 shares; 2025Q4: 37,113 shares 37,113 $903K 0.21% -2,509 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,428 shares; 2025Q1: 8,781 shares; 2025Q2: 9,447 shares; 2025Q3: 9,425 shares; 2025Q4: 7,764 shares 7,764 $883K 0.2% -1,661 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,426 shares; 2025Q4: 13,609 shares 13,609 $882K 0.2% -817 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,069 shares; 2025Q1: 4,766 shares; 2025Q2: 10,379 shares; 2025Q3: 15,346 shares; 2025Q4: 14,561 shares 14,561 $873K 0.2% -785 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,274 shares; 2025Q1: 2,413 shares; 2025Q2: 2,499 shares; 2025Q3: 2,566 shares; 2025Q4: 2,483 shares 2,483 $854K 0.19% -83 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,803 shares; 2025Q4: 5,395 shares 5,395 $826K 0.19% +2,592 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,691 shares; 2025Q1: 1,328 shares; 2025Q2: 1,615 shares; 2025Q3: 1,734 shares; 2025Q4: 1,744 shares 1,744 $826K 0.19% +10 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,669 shares; 2025Q1: 6,232 shares; 2025Q2: 6,015 shares; 2025Q3: 5,861 shares; 2025Q4: 5,754 shares 5,754 $812K 0.19% -107 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,179 shares; 2025Q1: 5,030 shares; 2025Q2: 4,829 shares; 2025Q3: 4,653 shares; 2025Q4: 4,748 shares 4,748 $810K 0.18% +95 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,527 shares; 2025Q1: 13,997 shares; 2025Q2: 13,993 shares; 2025Q3: 14,358 shares; 2025Q4: 14,981 shares 14,981 $805K 0.18% +623 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,503 shares; 2025Q1: 37,615 shares; 2025Q2: 37,625 shares; 2025Q3: 28,551 shares; 2025Q4: 26,596 shares 26,596 $803K 0.18% -1,955 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,989 shares; 2025Q1: 3,545 shares; 2025Q2: 3,747 shares; 2025Q3: 3,754 shares; 2025Q4: 3,720 shares 3,720 $797K 0.18% -34 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,849 shares; 2025Q1: 3,689 shares; 2025Q2: 3,712 shares; 2025Q3: 4,946 shares; 2025Q4: 3,483 shares 3,483 $796K 0.18% -1,463 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,239 shares; 2025Q1: 2,652 shares; 2025Q2: 2,653 shares; 2025Q3: 3,236 shares; 2025Q4: 2,290 shares 2,290 $785K 0.18% -946 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,696 shares; 2025Q1: 4,595 shares; 2025Q2: 5,380 shares; 2025Q3: 6,665 shares; 2025Q4: 7,199 shares 7,199 $780K 0.18% +534 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,275 shares; 2025Q1: 11,452 shares; 2025Q2: 10,165 shares; 2025Q3: 10,124 shares; 2025Q4: 8,163 shares 8,163 $769K 0.18% -1,961 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,510 shares; 2025Q1: 21,879 shares; 2025Q2: 22,316 shares; 2025Q3: 21,186 shares; 2025Q4: 18,626 shares 18,626 $759K 0.17% -2,560 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,570 shares; 2025Q1: 6,535 shares; 2025Q2: 8,733 shares; 2025Q3: 7,194 shares; 2025Q4: 7,093 shares 7,093 $757K 0.17% -101 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,545 shares; 2025Q1: 4,565 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,225 shares 4,225 $755K 0.17% -300 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 891 shares; 2025Q1: 1,080 shares; 2025Q2: 969 shares; 2025Q3: 992 shares; 2025Q4: 999 shares 999 $753K 0.17% +7 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,971 shares; 2025Q3: 3,116 shares; 2025Q4: 2,635 shares 2,635 $752K 0.17% -481 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,515 shares; 2025Q1: 12,232 shares; 2025Q2: 13,924 shares; 2025Q3: 14,688 shares; 2025Q4: 15,417 shares 15,417 $751K 0.17% +729 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,291 shares; 2025Q4: 17,174 shares 17,174 $749K 0.17% +6,883 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,132 shares; 2025Q1: 6,526 shares; 2025Q2: 4,139 shares; 2025Q3: 5,838 shares; 2025Q4: 7,052 shares 7,052 $742K 0.17% +1,214 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,461 shares; 2025Q1: 1,458 shares; 2025Q2: 1,588 shares; 2025Q3: 1,710 shares; 2025Q4: 1,521 shares 1,521 $742K 0.17% -189 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,132 shares; 2025Q1: 2,973 shares; 2025Q2: 3,137 shares; 2025Q3: 3,337 shares; 2025Q4: 3,297 shares 3,297 $741K 0.17% -40 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,594 shares; 2025Q1: 6,434 shares; 2025Q2: 6,243 shares; 2025Q3: 6,602 shares; 2025Q4: 6,589 shares 6,589 $734K 0.17% -13 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,575 shares; 2025Q1: 25,978 shares; 2025Q2: 26,064 shares; 2025Q3: 18,828 shares; 2025Q4: 18,588 shares 18,588 $734K 0.17% -240 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,797 shares; 2025Q1: 15,361 shares; 2025Q2: 14,970 shares; 2025Q3: 15,714 shares; 2025Q4: 14,092 shares 14,092 $709K 0.16% -1,622 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,648 shares; 2025Q1: 15,296 shares; 2025Q2: 15,846 shares; 2025Q3: 15,786 shares; 2025Q4: 15,430 shares 15,430 $701K 0.16% -356 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,623 shares; 2025Q1: 1,788 shares; 2025Q2: 2,380 shares; 2025Q3: 2,974 shares; 2025Q4: 2,766 shares 2,766 $700K 0.16% -208 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 606 shares; 2025Q2: 932 shares; 2025Q3: 764 shares; 2025Q4: 648 shares 648 $697K 0.16% -116 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,891 shares; 2025Q1: 16,192 shares; 2025Q2: 19,471 shares; 2025Q3: 13,894 shares; 2025Q4: 13,283 shares 13,283 $679K 0.15% -611 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,462 shares; 2025Q1: 1,497 shares; 2025Q2: 1,701 shares; 2025Q3: 1,353 shares; 2025Q4: 1,301 shares 1,301 $664K 0.15% -52 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,526 shares; 2025Q1: 7,506 shares; 2025Q2: 7,407 shares; 2025Q3: 6,907 shares; 2025Q4: 6,768 shares 6,768 $655K 0.15% -139 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,315 shares; 2025Q4: 21,630 shares 21,630 $652K 0.15% +1,315 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 5,141 shares; 2025Q2: 5,045 shares; 2025Q3: 5,207 shares; 2025Q4: 4,929 shares 4,929 $649K 0.15% -278 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,145 shares; 2025Q1: 2,169 shares; 2025Q2: 2,211 shares; 2025Q3: 2,368 shares; 2025Q4: 3,327 shares 3,327 $648K 0.15% +959 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,574 shares; 2025Q1: 10,301 shares; 2025Q2: 9,878 shares; 2025Q3: 9,761 shares; 2025Q4: 8,372 shares 8,372 $645K 0.15% -1,389 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,048 shares; 2025Q1: not reported; 2025Q2: 10,207 shares; 2025Q3: 11,864 shares; 2025Q4: 11,505 shares 11,505 $629K 0.14% -359 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,591 shares; 2025Q1: 12,466 shares; 2025Q2: 13,023 shares; 2025Q3: 14,076 shares; 2025Q4: 15,471 shares 15,471 $629K 0.14% +1,395 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,650 shares 12,650 $627K 0.14% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,303 shares; 2025Q1: 7,987 shares; 2025Q2: 7,954 shares; 2025Q3: 7,914 shares; 2025Q4: 7,602 shares 7,602 $610K 0.14% -312 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,808 shares; 2025Q1: 10,758 shares; 2025Q2: 10,752 shares; 2025Q3: 9,713 shares; 2025Q4: 9,840 shares 9,840 $600K 0.14% +127 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,511 shares; 2025Q1: 2,512 shares; 2025Q2: 2,285 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $592K 0.14% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,357 shares; 2025Q1: 6,701 shares; 2025Q2: 6,791 shares; 2025Q3: 6,992 shares; 2025Q4: 7,085 shares 7,085 $571K 0.13% +93 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,209 shares; 2025Q1: 5,269 shares; 2025Q2: 5,242 shares; 2025Q3: 5,178 shares; 2025Q4: 2,960 shares 2,960 $565K 0.13% -2,218 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 9,563 shares; 2025Q3: 9,266 shares; 2025Q4: 9,232 shares 9,232 $561K 0.13% -34 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,050 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares 1,092 $558K 0.13% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,669 shares; 2025Q2: 1,714 shares; 2025Q3: 1,707 shares; 2025Q4: 1,693 shares 1,693 $554K 0.13% -14 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 798 shares; 2025Q1: 916 shares; 2025Q2: 891 shares; 2025Q3: 999 shares; 2025Q4: 1,146 shares 1,146 $554K 0.13% +147 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,673 shares; 2025Q1: 1,619 shares; 2025Q2: 1,519 shares; 2025Q3: 1,731 shares; 2025Q4: 1,738 shares 1,738 $553K 0.13% +7 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,755 shares; 2025Q1: 5,661 shares; 2025Q2: 5,549 shares; 2025Q3: 5,551 shares; 2025Q4: 5,680 shares 5,680 $547K 0.12% +129 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,472 shares; 2025Q3: 6,870 shares; 2025Q4: 10,341 shares 10,341 $546K 0.12% +3,471 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,265 shares; 2025Q1: 9,691 shares; 2025Q2: 9,344 shares; 2025Q3: 10,083 shares; 2025Q4: 9,418 shares 9,418 $543K 0.12% -665 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 1,790 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 2,480 shares 2,480 $531K 0.12% +675 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,136 shares; 2025Q1: 5,227 shares; 2025Q2: 3,715 shares; 2025Q3: 3,526 shares; 2025Q4: 2,959 shares 2,959 $526K 0.12% -567 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,178 shares; 2025Q3: 14,138 shares; 2025Q4: 13,754 shares 13,754 $521K 0.12% -384 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 470 shares; 2025Q1: 485 shares; 2025Q2: 549 shares; 2025Q3: 550 shares; 2025Q4: 590 shares 590 $519K 0.12% +40 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 489 shares; 2025Q3: 508 shares; 2025Q4: 5,348 shares 5,348 $501K 0.11% +4,840 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,300 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $491K 0.11% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,159 shares; 2025Q1: 4,308 shares; 2025Q2: 4,593 shares; 2025Q3: 4,518 shares; 2025Q4: 4,402 shares 4,402 $485K 0.11% -116 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,834 shares; 2025Q1: 2,333 shares; 2025Q2: 2,189 shares; 2025Q3: 2,310 shares; 2025Q4: 2,260 shares 2,260 $468K 0.11% -50 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,849 shares; 2025Q1: 45,609 shares; 2025Q2: 45,332 shares; 2025Q3: 26,489 shares; 2025Q4: 18,785 shares 18,785 $467K 0.11% -7,704 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,849 shares; 2025Q1: 3,340 shares; 2025Q2: 2,862 shares; 2025Q3: 3,303 shares; 2025Q4: 2,889 shares 2,889 $463K 0.11% -414 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,859 shares; 2025Q1: 13,809 shares; 2025Q2: 13,564 shares; 2025Q3: 14,779 shares; 2025Q4: 12,479 shares 12,479 $460K 0.11% -2,300 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,954 shares; 2025Q3: 13,294 shares; 2025Q4: 5,291 shares 5,291 $454K 0.1% -8,003 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,259 shares; 2025Q1: 1,386 shares; 2025Q2: 1,443 shares; 2025Q3: 2,214 shares; 2025Q4: 2,064 shares 2,064 $454K 0.1% -150 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,944 shares; 2025Q1: 9,286 shares; 2025Q2: 9,070 shares; 2025Q3: 8,554 shares; 2025Q4: 9,698 shares 9,698 $451K 0.1% +1,144 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,026 shares; 2025Q1: 11,427 shares; 2025Q2: 11,332 shares; 2025Q3: 11,332 shares; 2025Q4: 11,366 shares 11,366 $448K 0.1% +34 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,755 shares; 2025Q4: 2,148 shares 2,148 $444K 0.1% +393 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,408 shares; 2025Q1: 5,072 shares; 2025Q2: 5,852 shares; 2025Q3: 7,188 shares; 2025Q4: 7,602 shares 7,602 $431K 0.1% +414 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,982 shares; 2025Q3: 8,662 shares; 2025Q4: 9,269 shares 9,269 $427K 0.1% +607 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,547 shares; 2025Q1: 9,662 shares; 2025Q2: 8,753 shares; 2025Q3: 9,031 shares; 2025Q4: 9,224 shares 9,224 $420K 0.1% +193 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,435 shares; 2025Q1: 16,061 shares; 2025Q2: 15,893 shares; 2025Q3: 15,967 shares; 2025Q4: 14,975 shares 14,975 $412K 0.09% -992 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 5,621 shares; 2025Q2: 4,921 shares; 2025Q3: 5,021 shares; 2025Q4: 4,981 shares 4,981 $411K 0.09% -40 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,806 shares; 2025Q2: 7,166 shares; 2025Q3: 8,186 shares; 2025Q4: 8,830 shares 8,830 $409K 0.09% +644 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,509 shares 1,509 $405K 0.09% -78 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,850 shares; 2025Q1: 1,910 shares; 2025Q2: 3,854 shares; 2025Q3: 1,967 shares; 2025Q4: 1,918 shares 1,918 $400K 0.09% -49 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,245 shares; 2025Q1: 2,230 shares; 2025Q2: 1,785 shares; 2025Q3: 1,794 shares; 2025Q4: 1,839 shares 1,839 $399K 0.09% +45 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,103 shares; 2025Q2: 11,313 shares; 2025Q3: 12,113 shares; 2025Q4: 13,199 shares 13,199 $395K 0.09% +1,086 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 642 shares; 2025Q4: 1,376 shares 1,376 $395K 0.09% +734 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,475 shares; 2025Q1: 5,401 shares; 2025Q2: 5,817 shares; 2025Q3: 6,109 shares; 2025Q4: 7,110 shares 7,110 $376K 0.09% +1,001 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,718 shares; 2025Q2: 22,961 shares; 2025Q3: 31,805 shares; 2025Q4: 32,252 shares 32,252 $368K 0.08% +447 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,277 shares; 2025Q1: 5,380 shares; 2025Q2: 4,989 shares; 2025Q3: 4,729 shares; 2025Q4: 4,730 shares 4,730 $351K 0.08% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,499 shares; 2025Q3: 1,624 shares; 2025Q4: 1,434 shares 1,434 $346K 0.08% -190 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,024 shares; 2025Q1: 5,683 shares; 2025Q2: 6,093 shares; 2025Q3: 6,480 shares; 2025Q4: 7,497 shares 7,497 $344K 0.08% +1,017 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,378 shares; 2025Q2: 4,878 shares; 2025Q3: 1,428 shares; 2025Q4: 1,415 shares 1,415 $341K 0.08% -13 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,344 shares; 2025Q1: 20,532 shares; 2025Q2: not reported; 2025Q3: 18,608 shares; 2025Q4: 20,832 shares 20,832 $335K 0.08% +2,224 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 9,293 shares; 2025Q2: 9,068 shares; 2025Q3: 5,328 shares; 2025Q4: 4,856 shares 4,856 $326K 0.07% -472 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,256 shares; 2025Q1: 2,334 shares; 2025Q2: 2,718 shares; 2025Q3: 2,783 shares; 2025Q4: 2,117 shares 2,117 $323K 0.07% -666 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 1,437 shares; 2025Q2: 1,041 shares; 2025Q3: 1,388 shares; 2025Q4: 1,036 shares 1,036 $312K 0.07% -352 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,195 shares; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,125 shares; 2025Q4: 11,800 shares 11,800 $309K 0.07% +675 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,787 shares 4,787 $308K 0.07% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,928 shares; 2025Q4: 7,228 shares 7,228 $308K 0.07% +300 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,374 shares; 2025Q3: 4,081 shares; 2025Q4: 4,331 shares 4,331 $307K 0.07% +250 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,997 shares; 2025Q1: 4,000 shares; 2025Q2: 4,003 shares; 2025Q3: 4,047 shares; 2025Q4: 3,946 shares 3,946 $307K 0.07% -101 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 7,167 shares 7,167 $307K 0.07% +1,284 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 2,120 shares; 2025Q3: 2,340 shares; 2025Q4: 2,438 shares 2,438 $307K 0.07% +98 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,155 shares; 2025Q2: 9,261 shares; 2025Q3: 9,261 shares; 2025Q4: 7,438 shares 7,438 $305K 0.07% -1,823 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 2,430 shares; 2025Q3: 2,381 shares; 2025Q4: 2,639 shares 2,639 $304K 0.07% +258 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 532 shares; 2025Q4: 517 shares 517 $296K 0.07% -15 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 1,389 shares; 2025Q2: 1,364 shares; 2025Q3: 1,430 shares; 2025Q4: 1,346 shares 1,346 $296K 0.07% -84 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,373 shares; 2025Q1: 5,757 shares; 2025Q2: 5,418 shares; 2025Q3: 5,521 shares; 2025Q4: 5,480 shares 5,480 $296K 0.07% -41 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,152 shares; 2025Q1: 10,996 shares; 2025Q2: 3,400 shares; 2025Q3: 3,291 shares; 2025Q4: 6,588 shares 6,588 $295K 0.07% +3,297 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,752 shares; 2025Q1: 2,869 shares; 2025Q2: 2,892 shares; 2025Q3: 3,450 shares; 2025Q4: 2,723 shares 2,723 $292K 0.07% -727 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,503 shares; 2025Q1: not reported; 2025Q2: 5,672 shares; 2025Q3: not reported; 2025Q4: 6,159 shares 6,159 $289K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,885 shares; 2025Q2: 2,583 shares; 2025Q3: 2,281 shares; 2025Q4: 2,000 shares 2,000 $287K 0.07% -281 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 16,300 shares 16,300 $286K 0.07% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,889 shares; 2025Q1: 5,928 shares; 2025Q2: 5,771 shares; 2025Q3: 5,831 shares; 2025Q4: 5,636 shares 5,636 $284K 0.06% -195 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,995 shares; 2025Q1: 8,815 shares; 2025Q2: 8,815 shares; 2025Q3: 6,857 shares; 2025Q4: 6,857 shares 6,857 $283K 0.06% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,175 shares; 2025Q1: 6,241 shares; 2025Q2: 6,175 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares 6,035 $283K 0.06% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,851 shares; 2025Q3: 3,307 shares; 2025Q4: 3,218 shares 3,218 $282K 0.06% -89 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,699 shares; 2025Q1: 8,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares 2,742 $275K 0.06% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,237 shares; 2025Q4: 4,804 shares 4,804 $271K 0.06% +567 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,499 shares; 2025Q1: 12,835 shares; 2025Q2: 12,706 shares; 2025Q3: 12,840 shares; 2025Q4: 12,964 shares 12,964 $268K 0.06% +124 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: not reported; 2025Q4: 1,293 shares 1,293 $266K 0.06% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,895 shares; 2025Q1: 4,925 shares; 2025Q2: 5,098 shares; 2025Q3: 5,107 shares; 2025Q4: 5,023 shares 5,023 $265K 0.06% -84 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $259K 0.06% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 2,792 shares; 2025Q4: 2,783 shares 2,783 $246K 0.06% -9 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,220 shares 6,220 $244K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,366 shares 1,366 $243K 0.06% -117 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,756 shares; 2025Q1: 3,250 shares; 2025Q2: 3,251 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371 $242K 0.06% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,651 shares; 2025Q1: 7,098 shares; 2025Q2: 7,034 shares; 2025Q3: 6,346 shares; 2025Q4: 5,800 shares 5,800 $240K 0.05% -546 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,195 shares; 2025Q1: 13,044 shares; 2025Q2: 10,448 shares; 2025Q3: 11,621 shares; 2025Q4: 9,581 shares 9,581 $239K 0.05% -2,040 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,744 shares; 2025Q4: 2,734 shares 2,734 $238K 0.05% -10 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 721 shares 721 $238K 0.05% -82 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,797 shares; 2025Q4: 2,821 shares 2,821 $236K 0.05% +24 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,098 shares; 2025Q1: 1,102 shares; 2025Q2: 1,104 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares 1,110 $235K 0.05% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,518 shares; 2025Q2: 1,559 shares; 2025Q3: 1,667 shares; 2025Q4: 1,634 shares 1,634 $234K 0.05% -33 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 450 shares; 2025Q4: 500 shares 500 $234K 0.05% +50 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,782 shares 1,782 $227K 0.05% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares 2,706 $226K 0.05% new Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: not reported; 2025Q3: 7,119 shares; 2025Q4: 5,414 shares 5,414 $225K 0.05% -1,705 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares; 2025Q4: 4,067 shares 4,067 $224K 0.05% -13 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 938 shares; 2025Q1: 960 shares; 2025Q2: 1,579 shares; 2025Q3: 985 shares; 2025Q4: 961 shares 961 $222K 0.05% -24 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,379 shares; 2025Q1: 11,306 shares; 2025Q2: 9,707 shares; 2025Q3: 8,494 shares; 2025Q4: 8,349 shares 8,349 $221K 0.05% -145 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,439 shares; 2025Q1: 2,454 shares; 2025Q2: 2,575 shares; 2025Q3: 2,507 shares; 2025Q4: 2,513 shares 2,513 $220K 0.05% +6 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,922 shares; 2025Q1: 8,220 shares; 2025Q2: 7,601 shares; 2025Q3: 7,601 shares; 2025Q4: 5,750 shares 5,750 $217K 0.05% -1,851 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares 1,985 $215K 0.05% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares 2,325 $212K 0.05% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares 5,325 $211K 0.05% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,579 shares 4,579 $210K 0.05% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares 366 $209K 0.05% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares 2,791 $207K 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 1,170 shares; 2025Q3: 1,166 shares; 2025Q4: 1,098 shares 1,098 $206K 0.05% -68 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 632 shares; 2025Q1: 926 shares; 2025Q2: 772 shares; 2025Q3: not reported; 2025Q4: 588 shares 588 $206K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: not reported; 2025Q4: 453 shares 453 $205K 0.05% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,359 shares; 2025Q4: 5,482 shares 5,482 $205K 0.05% +123 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,285 shares; 2025Q4: 6,235 shares 6,235 $205K 0.05% -50 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares 547 $204K 0.05% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,841 shares 1,841 $202K 0.05% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,385 shares 3,385 $201K 0.05% new Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,712 shares; 2025Q1: 12,412 shares; 2025Q2: 12,387 shares; 2025Q3: 11,858 shares; 2025Q4: 11,894 shares 11,894 $182K 0.04% +36 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,602 shares; 2025Q1: 15,939 shares; 2025Q2: not reported; 2025Q3: 16,652 shares; 2025Q4: 14,724 shares 14,724 $167K 0.04% -1,928 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $75.7K 0.02% 0 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares 15,100 $54.5K 0.01% new Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,221 shares; 2025Q1: 42,222 shares; 2025Q2: 42,222 shares; 2025Q3: 42,222 shares; 2025Q4: 18,931 shares 18,931 $17.1K <0.01% -23,291 Timeline IOBTQ IO BIOTECH INC More: the full row for IO BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,500 shares; 2025Q4: 20,000 shares 20,000 $12.2K <0.01% +500 Timeline